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Fluent Financial

EST. AUM
$329,686,911

CONTACTS
5

CLIENT ACCOUNTS
1,030

Firm Details

Metro area Dallas
CRD Number 170041
Website fluentfinancial.com
Client types

Overview

Fluent Financial is a wealth management firm based in Dallas that provides investment advice, tax planning, and financial planning services. The firm develops financial plans that incorporate tax considerations and investment strategies. Its services are designed to address various financial needs by evaluating investment and tax-related factors. Fluent Financial operates in accordance with industry practices and focuses on financial planning and investment management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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